Classia Distributor is your all-in-one platform to manage mutual fund distribution and client relationships with ease. Designed specifically for professional distributors, this app empowers you to onboard investors, share AMC funds, monitor investments, and track your commissions — all from one secure dashboard.
Key Features:
Dashboard Overview
Get a quick summary of total investors onboarded, AUM (Assets Under Management), and earnings at a glance.
Investor Management
Easily manage your investor list, track KYC status, view investment history, and send timely reminders.
Fund Distribution
Browse and share AMC mutual fund portfolios with your clients. View NAV, returns, and performance data in real time.
Commission Tracking
View detailed commission breakdowns by fund and investor. Submit withdrawal requests and track payment status.
Secure & Transparent
Built with security and compliance in mind, Classia Distributor ensures investor data is safe and your earnings are transparent.
Who It's For:
Mutual Fund Distributors
IFAs (Independent Financial Advisors)
Financial Consultants
Wealth Managers
Start scaling your distribution business with Classia Distributor today!